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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,979 | $67,823-94.1% | $52,425-92.4% | $137,256-97.1% |
| Participation rate | 80.0% | 63.9%+16.1pp | 55.6%+24.4pp | 80.0%0pp |
| Annual return | 18.43% | 219.11%-200.7pp | 302.12%-283.7pp | 220.34%-201.9pp |
| Employer contribution / active EE | $464 | $1,163-60.1% | $914-49.3% | $4,156-88.8% |
| Participant deferral / active EE | $856 | $2,288-62.6% | $1,790-52.2% | $6,407-86.6% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |